Assign PM work
Assign PM work to the engineer responsible for the visit.
Screenshot needed: PM visit assignment area
What this is for
Assignment helps service engineers see PM visits in their queue.
Who uses it
Office admins and service coordinators with PM assignment permission.
Steps
- Open PM Visits.
- Select the visit.
- Choose the assigned engineer if the field is available.
- Save the assignment.
- Inform the engineer if urgent.
Important notes
To be verified: exact assignment location may differ between schedule and visit screens.
Common mistakes
- Assigning the schedule but not checking generated visits.
- Assigning work to an unavailable engineer.
- Not checking visit due date.